Spring Training – Income, Taxes, & CSR

Video Summary

In this webinar, learn how to accurately entering income for your clients to determine their Advanced Premium Tax Credit (APTC) and Cost-Sharing Reduction (CSR) eligibility. Michelle McLaren will guide you through the process of collecting and verifying income information, discussing factors that can impact APTC calculations, and explaining how CSR details can further assist in providing the most comprehensive coverage options for your clients.


(1:30) Explaining the SEP

What it is, when it is, qualifications

(7:33) Tax Credit

premium tax credit or advanced premium tax credit

(14:06) Cost Sharing Reductions (CSR)

CSR chart, example

(18:11) Actuarial Value

What is the actuarial value?

(19:40) CSR FAQs

Cost sharing reductions frequently asked questions

(23:33) Income

Reporting income, estimating income, self-employment income

(33:28) Filing Taxes

How to file with the correct status, tax household, example

(39:33) Resources 

Brokerage Bucks, trainings, contact information

(45:17) CMS Updates

Adult dental benefits, network adequacy standards

Related Videos: